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Joel Isaacson & Co’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Joel Isaacson & Co’s Portfolio XOP Stock Details XOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,355
Closed -$294K – 333
2022
Q3 		$294K Buy
+2,355
New +$311K 0.03% 233

Other funds holding XOP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Joel Isaacson & Co's XOP Position: Q4 2022 in Review

Joel Isaacson & Co sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2022, closing a stake of 2,355 shares — an estimated $294K sold.

Joel Isaacson & Co first reported a position in XOP in Q3 2022 and held it in 1 quarter. The position peaked at $294K in Q3 2022. 381 funds tracked by Wall St. Rank hold XOP as of Q4 2022.

  • Joel Isaacson & Co reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
  • Joel Isaacson & Co sold 2,355 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2022, an estimated $294K.
  • Joel Isaacson & Co first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2022 and held it in 1 quarter.
  • Joel Isaacson & Co's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $294K in Q3 2022.
  • 381 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2022.

Based on Joel Isaacson & Co's 13F filing for Q4 2022, filed 27 Jan 2023.